Albion Financial Group UT Trims Salesforce Stake

Institutional investor reduces position in cloud software giant

Apr. 7, 2026 at 7:04am by Ben Kaplan

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An extreme close-up of the intricate, industrial-looking hardware components and wiring inside a cloud computing server rack, conveying the complex infrastructure behind enterprise software platforms.An institutional investor's reduced stake in Salesforce reflects broader shifts in cloud software holdings.San Francisco Today

Albion Financial Group UT, a Utah-based investment firm, decreased its holdings in Salesforce Inc. (NYSE: CRM) by 18.6% during the fourth quarter, according to a recent SEC filing. The firm now owns 37,622 shares of the CRM provider's stock, valued at $9.97 million.

Why it matters

This filing provides insight into the investment decisions of Albion Financial Group UT, a notable institutional investor. Changes in major shareholders' positions can signal broader market trends or shifts in sentiment around a particular stock.

The details

According to the SEC filing, Albion Financial Group UT sold 8,596 shares of Salesforce during the fourth quarter, reducing its total position to 37,622 shares. The firm's holdings in Salesforce were valued at $9,967,000 at the end of the reporting period.

  • The filing covers the fourth quarter of 2025.
  • Albion Financial Group UT's previous position in Salesforce was disclosed in a filing for the third quarter of 2025.

The players

Albion Financial Group UT

A Utah-based investment management firm that has reduced its stake in Salesforce.

Salesforce Inc.

A global provider of cloud-based customer relationship management (CRM) and enterprise software solutions.

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The takeaway

This filing highlights the ongoing shifts in institutional ownership of Salesforce shares, as investors evaluate the company's performance and growth prospects in the competitive cloud software market.